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on consumer wallets, other sectors like technology that we think is going tonight benfector of a release by pent-up demand by business spending which has been paralyzed by the prospects of the fiscal cliff. >> can you name specific names that you like? >> sure. within the text space company by the name of qualcomm, obviously a play on the smartphones and the expansion of a tablet market. even though it's gotten crushed here recently, intel trading with a four-plus dividend yield and microsoft remains a very high free cash flow and flow-yield story, above market dividend yield and once again part of the business suites, so all three i think are good for capital aration and/or income here, for that matter. >> would you buy apple? >> most definitely, bill. i we did just last week. at $500 a share it looks extremely appealing to us on a number of valuation measures. >> scott, you talked about the struggle to find yield. >> correct. >> so many stocks out there in the s&p 500, the stock actually yields more than the debt, and even though people have been piling into dividend-paying stocks, sti
at the moment at 3127 and technology among the groups suffering today. the s&p, again, here we go again. any positive close for the standard & poor's 500 would be another five and a half year high for the s&p. let's take a closer look at the markets in today's closing bell exchange with our guests. andres, you and i were talking about the markets earlier. what do you think? getting ahead of ourselves with the rallies we've had so far this year. >> earnings matter, and we're in earnings season. to a certain extent we might see some consolidation in the short term. if we look at valuations, still looks attractive or trading 13 times future earnings, 12 months ahead. the average has been 15 in the last ten years. >> right. >> so valuation for the medium term and long term still looks attractive but i would say in the short term we could see consolidation. >> peter, what do you make of the earnings that have come out so far? we made much of the bank earnings which for the most part were very good. other sectors are at 52-week highs right now. housing, airlines, what do you make of what we're hea
and buy a new one. >> i've got to push back on that one. the cell phone companies and these technology names are not necessarily looking at the u.s. market for the growth. they are looking at the massive population growth outside of the united states. >> tim cook says china will be their biggest market. >> they are looking at population growth numbers outside the u.s. and for those folks they are starting not necessarily with the smartphone but with a simple mobile device and that's really what they are betting on. >> what do you think, jay? >> i think you're right. look at the iphone 4 s, can you get any more incremental from the iphone 4, looked exactly like the iphone 4 and what was the iphone 4 s, the best selling iphone of all time. there's incremental improvements. doesn't mean people aren't buying it. people still appreciate the incremental improvements and to maria's point there's a huge market out there. apple has 5%, 10%, less than 10% of the overall mobile market. there's still a huge amount of room to grow. >> herb, maybe we should ask serie how to solve this. >> that was a
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